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Sponsor portfolio

ROGER LERNER DMD LLC

EIN 22-3778804-medical practice-Latest filing 2025
Plans
2
Retirement
2
$1.5M assets
Welfare
0
Participants
9
2A AUER CT - EAST BRUNSWICK, NJ 088165687732-651-1818LinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filings
#001401k-$908K - 5 part#002CashBalance-$579K - 4 part

Retirement portfolio analytics

2 plans aggregated / $1.5M assets / 9 participants

Assets by plan

Share of aggregate retirement assets

61%top
  • DMD LLC 401(K) (#001)61%
  • CASH BALANCE PLAN (#002)39%
Total $1.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • DMD LLC 401(K) (#001)5
  • CASH BALANCE PLAN (#002)4
Total 9Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

ROGER LERNER DMD LLC 401(K) PLAN

401k

Assets$908K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

ROGER LERNER DMD LLC CASH BALANCE PLAN

CashBalance

Assets$579K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001ROGER LERNER DMD LLC 401(K) PLAN401k$908K52025
002ROGER LERNER DMD LLC CASH BALANCE PLANCashBalance$579K42025
Retirement plans
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